Company lists · Data refreshed September 2026

Top 25 Direct equity investment platforms based in New York, United States

RevenueBase identified 144 company matches for direct equity investment platforms associated with New York, United States as of September 2026 and tracks 3,377 professional contacts across them, including 1,801 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for direct equity investment platforms associated with New York, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
144Companies
3,377Contacts tracked
1,801Verified emails
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The 25 largest direct equity investment platforms based in New York, United States

Ranked by team size
Top 25 of 144 company matches for direct equity investment platforms based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026501-1,000734 contacts →

Exact match

“Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026501-1,000635 contacts →

Exact match

“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-200434 contacts →

Exact match

“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchNew York, United StatesHQ recorded Sep 28, 202651-200171 contacts →

Exact match

“We're making online capital raising mainstream by empowering founders to raise digitally, both from their own communities and through strategically marketed campaigns.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026n/a107 contacts →

Exact match

“Digital Entertainment Ventures (DEV) is an investing platform that focuses on early stage companies building transformative products in digital media and commerce.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026201-500104 contacts →

Exact match

“Crowd Street is a leading platform for direct-access private market investing.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20082 contacts →

Exact match

“Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20072 contacts →

Exact match

“EquityZen, a subsidiary of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5069 contacts →

Exact match

“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20061 contacts →

Exact match

“Gust is the global SaaS platform for founding, operating, and investing in scalable, high-growth companies.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20044 contacts →

Exact match

“Hum Capital is turning the tables on the traditional fundraising process.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20040 contacts →

Exact match

“Founded in 2016, KoreConX is the first secure, all-in-one platform that manages private companies' capital market activity and stakeholder communications.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20037 contacts →

Exact match

“Stonehaven is a private capital markets FinTech operating system (technology + infrastructure + data) and collaboration network (origination + distribution) for investment bankers…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20033 contacts →

Exact match

“Standard Investments is a fundamentally-driven investment platform focused on the intersection of industry and technology.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20032 contacts →

Exact match

“Hi2 Global is an Investment as a Service global asset allocation platform that provides fin-tech enabled asset management, investment advisory, investment banking and family…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5030 contacts →

Exact match

“EquityMultiple builds investor wealth through streamlined access to diversified real estate investment products.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5027 contacts →

Exact match

“Secfi is one of the leading partners for pre-IPO companies in providing equity planning and stock (option) financing for tech employees and founders.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5025 contacts →

Exact match

“Bienville is an idea-centric platform investing across sectors and geographies in both public and private markets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20025 contacts →

Exact match

“Aurigin is the leading deal origination platform, which connects qualified corporates seeking capital with the most relevant institutional providers of capital around the world.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20021 contacts →

Exact match

“UpMarket’s mission is to unlock alternative investments for accredited investors.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5019 contacts →

Exact match

“Supervest is a leading alternative investing platform founded upon the idea of providing individuals and institutions with the opportunity to invest in Merchant Cash Advances…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20018 contacts →

Exact match

“Dalmore is a tech-driven, full service, broker-dealer on a mission to revolutionize the way companies raise capital online.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchNew York, NY, United StatesHQ recorded Sep 28, 20261-1017 contacts →

Exact match

“GiantLeap Capital is an alternative asset manager investing in technology companies across private and public markets, with a focus on tactical opportunities and special…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5016 contacts →

Exact match

“At Collective, we help unicorn shareholders turn concentrated equity into lasting wealth.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5016 contacts →

Exact match

“Parcl makes it simple to invest in real estate markets without the usual headaches of property ownership.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 144 direct equity investment platforms based in New York, United States

See the full list, filter by size, metro and specialty, and access 1,801 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Direct equity investment platforms based in New York, United States at a glance

As of Sep 28, 2026
53.3%Verified-email coverage
23.5Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
72
11-50
45
51-200
22
201-500
2
501-1,000
2
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 144 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with New York, United States whose business descriptions match “direct equity investment platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 1,801 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “direct equity investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many direct equity investment platforms are there based in New York, United States?

RevenueBase identified 144 company matches for direct equity investment platforms associated with New York, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Clear Street tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most direct equity investment platforms?

New York leads the United States with 150 company records, followed by San Francisco (60) and Miami (36).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,801 professional contacts with verified work emails tracked across these 144 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.